News : Management

financial advice, Financial Planning, Management, Practice Management

Capacity constraints stymie advisers

Capacity constraints are increasingly providing a stumbling block for advisers as they pursue their goal of servicing a greater number of clients.

Capacity constraints are increasingly providing a stumbling block for advisers as they pursue their goal of servicing a greater number of clients.

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Compliance, financial advice, Financial Planning, Legislation, Management, Regulation

SMSF Association demands CSLR overhaul

The SMSF Association has said the Compensation Scheme of Last Resort needs an immediate overhaul as the current system is unsustainable.

The SMSF Association has recommended an immediate overhaul to the Compensation Scheme of Last Resort as the current system is unsustainable.

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financial advice, Financial Planning, Management, Practice Management, SMSF, Superannuation

Disability readiness a multilayered win

Accommodating client disability can strengthen both advice propositions and businesses themselves from an operational perspective.

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financial advice, Financial Planning, Management, Practice Management, SMSF, Superannuation, Technology

Advisers inactive over SMSF revenue

A large number of advisers have enjoyed an increase in SMSF client revenue, but have not introduced any specific measures to trigger this growth.

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financial advice, Investments, Management, Portfolio Construction, Practice Management

Betashares, InvestSense form new firm

A new financial services organisation has been formed out of a merger between InvestSense and the managed account business of Betashares.

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ATO, Compliance, Management, Tax

GST status needs regular review

GST turnover registration SMSF

Trustees have been reminded they must register their SMSF for GST once the fund fulfills specific conditions related to the types of transactions it conducts.

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ETFs, Investments, Management

Betashares launches ETF investment solution

ETF Betashares Direct Investment platform

Betashares has rolled out a new investment platform allowing users to trade any ETFs currently listed on the ASX without incurring brokerage fees.

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Administration, Contributions, Management, SMSF

Closing an SMSF top of mind

SMSF wind-up

The winding up of an SMSF is an issue a significant number of financial advisers have inquired about during the September quarter.

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Administration, Insurance, Management, SMSF

Older policies can trap benefits

Temporary incapacity insurance SMSF

SMSF members with temporary incapacity insurance may find the benefits trapped in the fund if the policy has not been reviewed or funded through the right channels.

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Administration, Documentation, Management, Regulation, SMSF

State laws complicate incapacity rules

SMSF incapacity

When preparing for the incapacity of an SMSF trustee, practitioners must be aware of the legislative requirements of each state and territory where the fund may hold assets or interests.

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